Future Insight and Consulting vacancies

Defaqto delivers real value to providers and advisers across banking, general insurance, life and protection insurance, wealth management and funds. We take our unique insight and experience and bring clarity and understanding to help providers make strategic decisions about products and their distribution; and advisers provide compliant advice whilst maximising the time spent with their clients.

Roles within our Insight & Consulting team primarily involve taking ownership for the structure of the data we hold for a particular product area,  taking responsibility for the data analysis required for a number of Star Ratings/Diamond Ratings/Risk Ratings, writing publications/articles and speaking at events, and delivering consultancy for adviser/provider clients.

We have three types of role within the team:

  • Insight Support Analysts have a more internally focused, data oriented role, and the typical salary is £25-35k
  • Insight Analysts are focused mainly on delivering Ratings and publications, and the typical salary is £30-50k
  • Insight Consultants are more externally focused, developing long term relationships with clients and delivering consultancy projects, and the typical salary is £40-60k

To succeed in this role, you’ll need to have significant experience within the UK financial services industry, together with an in-depth understanding of one or more of the the following areas:

  • Banking
  • General insurance
  • Life and protection insurance
  • Pensions and investments
  • Funds

You’ll also need to combine excellent data analysis and interpretation skills with strong writing and presenting skills.

In addition, for the Insight Analyst and Consultant roles, you’ll need to be someone with high levels of personal presence and credibility, who can effectively establish and develop relationships at a senior level and successfully develop consultancy opportunities within both existing and new clients.

In return, we can offer a unique role at the heart of financial services and within an important and fast growing part of our business.

All current vacancies are advertised on our website, but if there is nothing suitable for you right now then feel free to register your interest for potential future insight and consulting vacancies.

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